+7.1%
DOC vs BRKR
+46.7%
-39.6%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.6% | -4.9% | +0.7% |
| 7D | +6.5% | +7.4% | -1.0% | +6.5% |
| 30D | +9.2% | +2.7% | +6.5% | +9.1% |
| 3M | -2.5% | +19.7% | -22.2% | -2.0% |
| 6M | +7.1% | +45.2% | -38.1% | +14.0% |
| All | +7.1% | +46.7% | -39.6% | +14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 6mo: compounded portfolio wealth divided by compounded BRKR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
6mo analysis · Full analysis span regression · 6 months rolling